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Games & Commerce

Korea platform membership rivalry heats up: Naver points vs Coupang delivery vs Kakao connections

Kakao has launched a 4,900-won monthly integrated membership and started first-come, first-served sign-ups for a small group of users, intensifying paid membership competition among Korean platforms. Naver Plus Membership also charges 4,900 won and has expanded benefits from shopping points to content and delivery. Coupang’s Wow Membership costs 7,890 won and focuses on shipping and food delivery. Kakao is tying KakaoTalk users to shopping, payments, content, finance and insurance services.

Industry

South Korea FTC begins pre-merger review of Uber-Delivery Hero deal

South Korea\'s Fair Trade Commission has begun a pre-merger review of Uber Technologies\' planned acquisition of all shares in Germany\'s Delivery Hero. The regulator will examine whether service linkages such as memberships and advertising and promotions across taxi-hailing and delivery could affect market competition, as Uber would gain control of food delivery app Baedal Minjok. Uber plans to complete the tender offer subscription in November and close the share acquisition in the second half of 2027.

Telecommunications & Media

Time spent or user numbers? Naver vs Google battle for search lead

Competition between Naver and Google for leadership in South Korea\'s search market is intensifying in the AI era. Google has led Naver in monthly active users for two straight months, but Naver users spend about 5.9 times more total time on its app. Naver also leads Google in the share of visits to external websites that come via search engines. The indicators measure different behaviors and do not directly count total searches.